Mfn Partners Management, LP

CIK Number: 0001732811

4.25B
Market Value
10
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 XPO XPO Logistics, ...
124.22
-1.36% 11.43M 0.00% 1.5B 61.85 29.51%
2 QXO QXO Inc
21.89
-6.87% 46.91M -12.98% 745.85M 15.77 14.69%
3 RXO RXO, Inc.
15.68
-2.31% 27.58M 0.00% 657.45M 22.32 12.95%
4 TLN Talen Energy Co...
288.36
-1.98% 3M 0.00% 604.41M 178.24 11.90%
5 CNX CNX Resources C...
33.32
-4.39% 15M 0.00% 550.05M 32.57 10.83%
6 PFSI PennyMac Financ...
97.61
-1.1% 4.53M 0.00% 462.88M 63.18 9.12%
7 HCA HCA Healthcare,...
374.00
-1.32% 973.9K 0.00% 292.32M 196.4 5.76%
8 BHC Bausch Health C...
6.35
+2.42% 6M 0.00% 48.36M 6.89 0.95%
9 FWRD Forward Air Cor...
22.45
+0.38% 1.29M 0.00% 41.58M 23.97 0.82%
10 IE Ivanhoe Electri...
9.15
+8.47% 2.55M 0.00% 19.28M 8.7 0.38%